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PGIM Ultra Short Bond ETF
PULS

Overview Fund Activity

203 hedge funds and large institutions have $3.5B invested in PGIM Ultra Short Bond ETF in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 74 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+17
Holders Change %
+9.14%
% of All Funds
3.2%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
40
Increased
74
Reduced
71
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.08B
2
Bank of America
Bank of America
North Carolina
$424M
3
Jane Street
Jane Street
New York
$21.6M
4
NA
NewEdge Advisors
Louisiana
$16.9M
5
AWA
Arete Wealth Advisors
Illinois
$13.4M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.9M
2
TFA
Transamerica Financial Advisors
Florida
$10.3M
3
TW
Transform Wealth
Colorado
$4.37M
4
Mariner
Mariner
Kansas
$6.07M
5
AI
Atria Investments
North Carolina
$5.34M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
151
Optas LLC
Texas
$341K – – –
UWM
152
USAdvisors Wealth Management
Minnesota
$330K +$67.4K +1,369 +26%
6F
153
626 Financial
Michigan
$328K -$30.1K -610 -8%
WFAG
154
Wescott Financial Advisory Group
Pennsylvania
$326K -$3.01K -61 -0.9%
ACA
155
Aptus Capital Advisors
Alabama
$297K +$80.1K +1,621 +37%
FFN
156
Focus Financial Network
Minnesota
$287K – – –
GA
157
Goldstein Advisors
Wisconsin
$280K +$280K +5,661 New
SB
158
Strategic Blueprint
Georgia
$277K -$8.99K -182 -3%
AWA
159
Amplius Wealth Advisors
Pennsylvania
$274K -$198K -4,000 -42%
IAA
160
Independent Advisor Alliance
North Carolina
$264K -$70.4K -1,424 -21%
DFG
161
Delta Financial Group
New Jersey
$256K +$256K +5,180 New
SIC
162
Salem Investment Counselors
North Carolina
$254K +$254K +5,141 New
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$252K +$252K +5,100 New
ATC
164
Argent Trust Co
Tennessee
$233K +$233K +4,722 New
EM
165
Excalibur Management
Massachusetts
$232K -$67.2K -1,361 -22%
Millennium Management
166
Millennium Management
New York
$231K +$231K +4,668 New
RJT
167
Raymond James Trust
Florida
$228K +$228K +4,609 New
RI
168
Rinkey Investments
California
$227K – – –
BFG
169
Berger Financial Group
Minnesota
$223K +$223K +4,518 New
SL
170
SWMG LLC
Texas
$222K +$222K +4,488 New
OWM
171
OneAscent Wealth Management
Alabama
$219K +$219K +4,426 New
WA
172
Waverly Advisors
Alabama
$212K +$212K +4,300 New
SMC
173
Smith, Moore & Co
Missouri
$210K +$210K +4,250 New
BWM
174
Birchcreek Wealth Management
Ohio
$205K -$4.64K -94 -2%
WI
175
Wintrust Investments
Illinois
$205K +$205K +4,143 New
5 6
7
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